SUCCESS STORIES
Building successful relationships with agencies of all sizes
Featured Story: A Blueprint for Growth
In November 2020, Josh Gentry launched Epik Advisors with a mission to revolutionize the financial advisory landscape. His vision was clear: provide high-performing financial advisors nationwide with customized solutions, encompassing sales support, practice management strategies, and innovative marketing initiatives.
Our Successes
Fispoke™ Welcomes TFC Funder Reid Buerger to Corporate Board
Fispoke™ Welcomes TFC Funder Reid Buerger to Corporate Board Strategic addition highlights power of The Founder’s Chair network to catalyze real relationships—and real results. At The Founder’s Chair, we don’t just host events—we build bridges...
Beyond the Chair: Real Innovation
BEYOND THE CHAIR Scaling with Purpose: Real Innovation’s Next Chapter At The Founder’s Chair, we celebrate the bold thinkers transforming industries from the inside out. In our latest “Beyond the Chair” feature, we highlight Peter Reierson, Founder...
Beyond The Chair: Circle
BEYOND THE CHAIR Circle Accelerates Smarter Healthcare Engagement with Rapid Growth and Product Momentum Circle, a technology-driven healthcare engagement platform, is scaling rapidly after the successful launch of Circle Activate—a new lead...
Beyond the Chair: Banríon Capital Management
BEYOND THE CHAIR Reimagining Access: Banríon’s Mission to Empower Investors At The Founder's Chair, we celebrate founders who are redefining industries and challenging the status quo. In our latest "Beyond the Chair" feature, we turn the spotlight...
Penelope Expands Its Bench of Retirement Experts to Better Serve the Underserved Small Business Market
Penelope Expands Its Bench of Retirement Experts to Better Serve the Underserved Small Business Market Penelope, the modern 401(k) provider focused on expanding retirement access for small and micro businesses, is accelerating its mission with the...
Beyond the Chair: White Swan
BEYOND THE CHAIR White Swan Streamlines Insurance—One AI-Powered Application at a Time At The Founder's Chair, we believe our events are only the beginning. That’s why we’re kicking off our Beyond the Chair series—checking in with past founders to...
Waterlily’s Success Highlights the Power of The Founder’s Chair Network
How Waterlily is Revolutionizing Long-Term Care Planning—And What It Means for Founders The Founder’s Chair exists to help visionary founders connect with the right funders and strategic partners. At our 2024 Irvine event, we saw firsthand how...
Real Innovation and The Admin Effect Receive Investment Through The Founder’s Chair
Real Innovation and The Admin Effect Receive Investment Through The Founder's Chair The Founder's Chair is thrilled to spotlight two standout companies that have recently secured investment through our platform: Real Innovation, Inc. and The Admin...
Success Stories of The Founder’s Chair Dallas Event
The Founder's Chair Dallas event brought together a diverse group of visionary entrepreneurs, each with a unique business model and a shared determination to succeed. As they pitched their innovative ideas to our panel of seasoned Funders, the...
A Blueprint for Growth
The Epik Advisors and James Wong Partnership In November 2020, Josh Gentry launched Epik Advisors with a mission to revolutionize the financial advisory landscape. His vision was clear: provide high-performing financial advisors nationwide with...